اربط AgencyZoom بوكلاء الذكاء الاصطناعي

99 إجراء موثّق

Create lead

إضافة عميل تأمين محتمل جديد إلى قناة المبيعات.

Search leads

البحث عن عملاء محتملين وفق معايير محددة.

Create task post endpoint

إنشاء مهمة متابعة لموظف الوكالة.

Update lead status by id

نقل عميل محتمل إلى مرحلة جديدة في القناة.

Get the customer details

استرجاع التفاصيل الكاملة لعميل حالي.

Create an opportunity

فتح فرصة بيع جديدة لعميل محتمل.

Get policies for a customer

استعراض وثائق التأمين الخاصة بعميل.

Search customers

البحث عن عملاء حاليين وفق معايير محددة.

Get the lead details

استرجاع التفاصيل الكاملة لعميل محتمل محدد.

Search and list tasks

البحث عن مهام متابعة وسردها وفق معايير محددة.

عرض كل الإجراءات

Move lead to sold

تحويل عميل محتمل إلى سجل عميل مُباع.

Create a lead quote

إنشاء عرض سعر تأمين جديد لعميل محتمل.

عرض كل الإجراءات الموثّقة (بحث)

Authenticate for JWT via V4 SSOBatch create contactsBatch create leadsBatch delete tasksChange lead statusMark task as completedCreate a customer noteCreate a driver for an opportunityCreate a lead noteCreate a lead opportunityCreate a lead quoteCreate an opportunityCreate a vehicle for an opportunityCreate business leadCreate leadCreate task post endpointDelete a customerDelete customer fileDelete a customer policyDelete an opportunity driver by IDDelete file from leadDelete a lead opportunityDelete a lead quoteDelete an opportunityDelete a taskDelete a vehicleDelete thread messageDelete email threadGet a list of assign groupsGet a list of carriersGet a list of CSRsGet a list of custom fieldsGet a list of drivers for an opportunityGet a list of employeesGet lead source categoriesGet lead sourcesGet a list of life professionalsGet a list of locationsGet loss reasonsGet a list of pipelinesGet a list of producersGet product lines and policy typesGet a list of recycle eventsRetrieve vehicles for opportunityGet AMS policies for a customerGet auth URL for V4 SSOGet departments groupsGet lead filesRetrieve notes for specific leadGet lead quotesGet lead tasksGet list of end stagesGet policies for a customerGet the customer detailsGet the customer tasksGet the driver detailsGet the lead detailsGet the opportunities for a leadGet the opportunity detailsGet the task detailsGet the vehicle detailsGet thread detailsLink a driver to opportunityLink vehicle to opportunityList Product CategoriesLog the user inLog the user outMark thread as unreadMove lead to soldRemove text threadReopen a taskSearch business classificationsSearch customersSearch email threadsSearch leadsSearch leads countSearch life and health leadsSearch SMS threadsSearch and list tasksList service ticketsGet SMS thread messagesUnlink driver from opportunityUnlink vehicle from opportunityUpdate email thread read statusUpdate a driver's detailsRename lead fileUpdate a lead opportunityUpdate lead quote dataUpdate an opportunityUpdate policy by idUpdate a vehicle's detailsUpdate business leadUpdate customer info using idUpdate leadUpdate lead status by idUpdate my profileAdd tags to a policyUpdate taskLog user in via SSO